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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
What is a Sales Agent?
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
What we can do for you!
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Skills
- Accounting, Action Planning, Communication, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Marketing, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales, Sales Software, Sales Support, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Financial Products, Financial Services Industry, Marketing
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Financial Products, Financial Services Industry, Marketing
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Financial Products, Financial Services Industry, Marketing
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Financial Products, Financial Services Industry, Marketing
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Financial Products, Financial Services Industry, Marketing
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is a Sales Agent?
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
What we can do for you!
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Skills
- Accounting, Action Planning, Communication, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Marketing, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales, Sales Software, Sales Support, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- African Infrastructure Investment Managers (“AIIM”) is one of the pre-eminent private equity infrastructure managers in Africa, having raised over USD3.9bn in capital over the last two decades. With 5 offices on the continent, AIIM has invested in more than 22 African countries, representing over 74 investments across the Power, Digital infrastructure, Transportation and Midstream sectors. AIIM is a wholly owned subsidiary of Old Mutual Alternative Investments (OMAI), one of the largest private alternative investment managers in Africa, with assets under management of USD7.6 billion. OMAI manages private equity and impact funds as well as infrastructure funds through AIIM. Our investment approach goes “Beyond the Obvious” and enables us to uncover opportunities others may overlook. We aim to deliver superior risk-adjusted returns as well as make a positive social impact across Africa.
Job Purpose
- AIIM is seeking a talented individual, who is passionate about Africa and its development, to join the business and provide support to the pan-African Investment team.
Responsibilities
Financial analysis
- Review and analyse financial statements
- Build, review, run, modify, and interpret financial models, including use of VBA macros
- Perform comprehensive company valuations
- Review and analyse potential financing structures
- Mentor analysts in financial modeling activities
- Investment process and transaction execution:
Perform risk analysis
- Manage due diligence processes and coordinate transaction advisors
- Support senior team members in the negotiation of transaction and project documents
- Compile bid documents in tender submissions
Investment papers and marketing materials:
- Prepare investment papers
- Company and market research
Asset management:
- Track asset performance against original projections
- Support portfolio companies in value-enhancing initiatives
- Engage with portfolio company management
- Investment valuation and investor reporting
Support senior team in deal identification and origination
- Travel for project site visits as well as short- to medium-term assignments in AIIM offices across the continent
Experince and Core Competencies Required
- An Honours Financial degree or equivalent
- 3 - 6 years’ experience within an Investment Bank (M&A, corporate finance or project finance), Private Equity or “Big Four” accounting firm
- Excellent financial modelling skills
- Financial acumen – the capacity to demonstrate knowledge of and insight into financial principles and processes and identify inconsistencies in data
- Ability to apply sound business judgment and an analytical, pragmatic and creative approach to problem solving
- Attention to detail and strong focus of quality of results
- Experience in infrastructure: digital infrastructure, energy transition and/or logistics beneficial but not a requirement
- Desktop research capability
- Technically proficient (advanced) in Excel, Word, PowerPoint essential.
- Project/process management
- Ability to plan and prioritise effectively
- Commercial orientation
- Excellent verbal and written communication skills in English (French and/or Arabic beneficial)
- Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.
Responsibilities
Financial Management and Control
- Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Risk Scenario Modeling
- Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Investment Management
- Analyze and forecast investment or market trends by designing and developing nonroutine investment models. May also manage specific assigned portfolios while helping to develop investment policy.
Recommendations
- Recommend changes to policies, processes, standards, and practices that would improve operational support.
Internal Communications
- Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Internal Client Relationship Management
- Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Financial Acumen, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
Closing Date
go to method of application »
Job Description
- A relevant Business Analyst qualification/certification, IT Diploma or a related degree will be advantageous
- 5+ years’ experience in the Banking, Financial Services or Insurance industry
- Experience in using Agile methodologies
- Analytical Thinking & Problem Solving
- Business Acumen
- Interpersonal skills
- Communication skills
- Detailed orientated
- Methodical
- Highly communicative and willing to engage with people e.g. 3rd Party/ Dev/ Testing/ PO
- Ability to build good relationships
- High context switching
- Open to feedback
- Be resilient to a fast pace and ever-changing priorities
- Good time management
- Maturity in self-managing
- Translates business requirements into detailed functional specifications that undergo business stakeholder review.
Responsibilities
Requirements Management
- Identify, elicit, and document project/process requirements, using appropriate modeling technique, if required. Analyze requirements and validate with original users, eliminating confusion. Define the testing scripts and verification criteria to ensure requirements are met. Maintain documentation and traceability throughout project.
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Database Specifications
- Contribute to the approval process for database specifications to ensure all agreed standards and protocols are followed and data integrity is preserved.
Analysis of "As Is" and "To Be"
- Document "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Business Requirements Identification
- Collect business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals.
Feasibility Studies
- Contribute to and support feasibility studies from a technological and organizational perspective, and document findings.
Horizon Scanning
- Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization.
Enterprise Business Analysis
- Interpret the business need and identify solution recommendations to business problems at a business unit level.
Business Case
- Carry out feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.
Documentation and Backup
- Create and maintain technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur.
Culture of Innovation
- Support a culture of innovation by contributing to solutions that boost creativity, innovation, and collaboration, such as idea generation platforms, jam sessions, and hackathons.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Adaptive Thinking, Analytics Software, Business Case Development, Business Intelligence (BI) Analysis, Business Requirements Analysis, Business Requirements Elicitation, Computer Literacy, Current State Assessment, Database Reporting, Data Compilation, Data Controls, Gaps Analysis, Readiness Assessments, Requirements Development, User Requirements Documentation
Competencies
- Action Oriented
- Business Insight
- Cultivates Innovation
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- Lead and motivate the team of market facing underwriting managers
- Manage resources – human, financial, processes.
- Responsible for growth (retention, new business) and profitability of the commercial business.
- Manages accurate and timeous placement of reinsurance on commercial business.
- Manage and report on key measures such as GWP, cancellations, claims, complaints etc. for the commercial business.
- Manage and report on management expenses for the commercial business.
- Manages the process of implementing any offering or underwriting changes (e.g. setting up business requirements, obtain sign-offs and testing).
- Manage and report on service delivery compliance of team.
- To ensure sound underwriting principles are followed and work produced is at the desired quality levels. To assist with complex underwriting tasks within the team.
- Support teams with broker engagements, leveraging business acumen to communicate complex underwriting decisions to brokers and or customers.
- Works with the teams to provide solutions for brokers and end-customers to increase portfolio profitability and growth by understanding the customer needs.
- Provide technical underwriting expertise to address technical enquiries.
- Resolves above mandate referrals by combining research outcomes, past experience, intuition and commercial / business acumen to fully understand the risk and the impact of the referral.
- Monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
- Attend and participate in the Underwriting Committee meetings.
- Track and monitor compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
- Act as custodian of products within the Premier division, ensuring that products keep up with evolving trends, protect against emerging risks as well as remain competitive in the marketplace.
- Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices, guides, mandates and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Service delivery to ensure customer satisfaction
- Identify and Implement agreed processes to manage achievement of service delivery goals.
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
- Effective controls to manage risk
- Identify and Implement controls identified in the standard processes to ensure operational risks are managed.
- Identify operational risks that exposes the business, and make recommendations to senior management to mitigate any risks.
- Ensure risk events are raised for any breaches or control failures.
- Cost control and governance adherence
- Proactively ensure use of time, resources, money, materials and equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Quality people practices
- Align own behaviour with the organisation culture and values.
- Coach and mentor market facing senior underwriter(s) and underwriter(s).
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Actively promote a culture of learning and high performance culture amongst team members (including Servicing & Sales and Distribution).
- Share learnings from the Underwriting Committee meetings with team members.
Experience , Knowledge & Skills Required:
- Operate within agreed mandates.
- 5 – 8 years’ experience in commercial or Agri underwriting.
- 5 – 8 years’ experience leading a team of specialist underwriters.
- 3 – 5 years’ experience in dealing with brokers.
- Bachelor degree and/or equivalent NQF Level 5 (Licentiate or higher) qualification in general insurance is advantageous.
- Knowledge of Assets All Risk wordings advantageous.
Competency Descriptors:
- Strategic
- Customer
- Collaboration
- Leading with Influence
- Innovation
- Manages the underwriting business with a team of underwriters. Develops the underwriting policy, procedures, and practices. Evaluates risks with high insured amounts, coverage complexity, and those in excess of field approval limits. Provides counsel to underwriters regarding risk evaluation and rating.
Responsibilities
Underwriting Insurance Cases
- Review and authorize complex, high-value, and/or unusual underwriting proposals from within the team to ensure that these proposals are constructed within acceptable commercial and risk parameters, leading on decisions relating to the highest-value and most complex or unusual risks.
Underwriting Automation
- Guide the development and continuous improvement of automated underwriting processes and systems for a product or line of business, specifying process and system functionalities that enhance the efficiency and effectiveness of underwriting.
Organizational Risk Management
- Manage a significant portion of the organization's risk management and/or risk control processes. This includes contributing to the development and implementation of risk management policies and procedures.
Regulatory and Compliance Management
- Monitor and manage a wide range of activities of a significant team, ensuring compliance with regulatory requirements by liaising with all internal risk management functions while supporting the development and implementation of the organization's compliance policy.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
- Accounting, Budget Management, Change Management, Data Compilation, Executing Plans, Financial Acumen, Legal Practices, Management Reporting, Numerical Aptitude, Policies & Procedures, Presenting Solutions, Professional Presentation, Risk Management, Servant Leadership, Underwriting Management
Competencies
- Balances Stakeholders
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Ambiguity
Education
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
Key Responsibilities:
- Campaigns: Execute service campaigns not limited to:
- Yearly Update – Ensuring customers remain users on the platform and update their will annually.
- Wills Upload – Driving customer behaviour tupload correctly signed wills
- Wills Verification – Becoming a subject matter expert in Wills Review and Verification.
- Courier Booking – Ensuring signed customer wills are collected and stored in the Old Mutual Will Vault.
- Inbound calls – managing inbound calls and dealing with customer queries related tOM Wills or refer tthe relevant department for assistance .
- Indexing and checking received wills - collecting signed wills, check tensure will is valid and manage indexing in the vault
Duties would include but not limited to:
- Meet targets as it relates tcustomer service which includes but is not limited to client satisfaction surveys and internal turnaround time SLA’s.
- Make 100 – 150 calls p/d
- Targets below will be based on the customers the actual agent services:
- 5% of Yearly update campaign customers update their will.
- 10% of Upload campaign customers proceed tupload their will.
- 80% of uploaded wills pass verification.
- 50% of verified wills are couriered tOld Mutual.
- Remain professional and polite, even when faced with frustrated and angry customers.
- Provides specialist knowledge and executes account development strategies and sales business plans in order tachieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues tothers where necessary for interpretation of policy.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Alsresponsible for gathering and summarizing data for reports.
Insights and Reporting
- Extract and combine data tgenerate standard reports.
Customer Relationship Management / Account Management
- Make calls (by telephone or in person) tallocated customers tmaintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice
- Conduct comprehensive financial planning and advice services for more complex client situations.
Sales
- Deliver mostly routine sales support services.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct tensure own work adheres tthose standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- N4 - N6 National certificate (N4-N6)
Closing Date
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Job Description
Purpose:
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries, service and retain existing policies and generate sales by co-ordinating activities within Service Level Agreements (SLAs).
Responsibilities:
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Take ownership of queries and ensure they are resolved timeously and effectively.
- Handle urgent and complex enquiries and requests received telephonically and via email.
- Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
- Maintain the outlined QA average on all calls.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Demonstrate excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Requirements [Skills and Experience] :
- Grade 12
- Minimum NQF Level 4 Short Term Insurance (Required)
- Relevant Tertiary – or Insurance Qualification.
- 2 – 3 years’ experience in call centre Experience within the financial services industry
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Customer Order Processing
- Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
Resolving Customer Issues
- Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
Method of Application
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